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FLSW vs. FXF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FLSW vs. FXF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin FTSE Switzerland ETF (FLSW) and Invesco CurrencyShares® Swiss Franc Trust (FXF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FLSW achieves a 1.77% return, which is significantly higher than FXF's -0.20% return.


FLSW

1D
-1.60%
1M
1.15%
YTD
1.77%
6M
5.12%
1Y
13.32%
3Y*
11.58%
5Y*
6.80%
10Y*

FXF

1D
-0.62%
1M
-1.07%
YTD
-0.20%
6M
0.70%
1Y
3.46%
3Y*
4.38%
5Y*
2.01%
10Y*
1.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLSW vs. FXF - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FLSW
Franklin FTSE Switzerland ETF
1.77%32.92%-1.77%16.79%-18.14%20.82%13.25%31.66%-7.85%
FXF
Invesco CurrencyShares® Swiss Franc Trust
-0.20%14.04%-7.46%9.63%-2.29%-4.08%8.18%0.32%-5.75%

Correlation

The correlation between FLSW and FXF is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.57

Correlation (3Y)
Calculated over the trailing 3-year period

0.52

Correlation (5Y)
Calculated over the trailing 5-year period

0.55

Correlation (All Time)
Calculated using the full available price history since Feb 9, 2018

0.43

The correlation between FLSW and FXF shifts across timeframes, from 0.43 (all time) to 0.57 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

FLSW vs. FXF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FLSW
FLSW Risk / Return Rank: 2424
Overall Rank
FLSW Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
FLSW Sortino Ratio Rank: 2424
Sortino Ratio Rank
FLSW Omega Ratio Rank: 2323
Omega Ratio Rank
FLSW Calmar Ratio Rank: 2222
Calmar Ratio Rank
FLSW Martin Ratio Rank: 2525
Martin Ratio Rank

FXF
FXF Risk / Return Rank: 1616
Overall Rank
FXF Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
FXF Sortino Ratio Rank: 1515
Sortino Ratio Rank
FXF Omega Ratio Rank: 1414
Omega Ratio Rank
FXF Calmar Ratio Rank: 1818
Calmar Ratio Rank
FXF Martin Ratio Rank: 1616
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FLSW vs. FXF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin FTSE Switzerland ETF (FLSW) and Invesco CurrencyShares® Swiss Franc Trust (FXF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FLSWFXFDifference
Sharpe ratioReturn per unit of total volatility

+0.39

Sortino ratioReturn per unit of downside risk

+0.55

Omega ratioGain probability vs. loss probability

1.15

1.09

+0.07

Calmar ratioReturn relative to maximum drawdown

1.00

0.72

+0.28

Martin ratioReturn relative to average drawdown

3.24

1.62

+1.63

FLSW vs. FXF - Sharpe Ratio Comparison

The current FLSW Sharpe Ratio is 0.86, which is higher than the FXF Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of FLSW and FXF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FLSWFXFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

0.47

+0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.24

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.17

+0.38

Drawdowns

FLSW vs. FXF - Drawdown Comparison

The maximum FLSW drawdown since its inception was -28.16%, smaller than the maximum FXF drawdown of -35.58%. Use the drawdown chart below to compare losses from any high point for FLSW and FXF.


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Drawdown Indicators


FLSWFXFDifference

Max Drawdown

Largest peak-to-trough decline

-28.16%

-35.58%

+7.42%

Max Drawdown (1Y)

Largest decline over 1 year

-13.38%

-4.82%

-8.56%

Max Drawdown (3Y)

Largest decline over 3 years

-13.38%

-8.52%

-4.86%

Max Drawdown (5Y)

Largest decline over 5 years

-28.16%

-13.03%

-15.13%

Max Drawdown (10Y)

Largest decline over 10 years

-15.04%

Current Drawdown

Current decline from peak

-6.34%

-18.53%

+12.19%

Average Drawdown

Average peak-to-trough decline

-5.96%

-20.84%

+14.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.11%

2.15%

+1.96%

Volatility

FLSW vs. FXF - Volatility Comparison

Franklin FTSE Switzerland ETF (FLSW) has a higher volatility of 5.13% compared to Invesco CurrencyShares® Swiss Franc Trust (FXF) at 1.69%. This indicates that FLSW's price experiences larger fluctuations and is considered to be riskier than FXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FLSWFXFDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.13%

1.69%

+3.44%

Volatility (6M)

Calculated over the trailing 6-month period

12.16%

5.56%

+6.60%

Volatility (1Y)

Calculated over the trailing 1-year period

15.55%

7.51%

+8.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.71%

8.32%

+7.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.89%

7.57%

+9.32%

FLSW vs. FXF - Expense Ratio Comparison

FLSW has a 0.09% expense ratio, which is lower than FXF's 0.40% expense ratio.


Dividends

FLSW vs. FXF - Dividend Comparison

FLSW's dividend yield for the trailing twelve months is around 2.08%, while FXF has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
FLSW
Franklin FTSE Switzerland ETF
2.08%2.12%2.04%2.36%2.02%1.86%2.28%1.15%2.86%
FXF
Invesco CurrencyShares® Swiss Franc Trust
0.00%0.00%0.03%0.02%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FLSW and FXF have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FLSW has higher volatility (5.13%) compared to FXF (1.69%). In terms of maximum drawdown, FLSW dropped -28.16% vs FXF's -35.58%.

On 5-year performance, FLSW leads with 6.80% vs 2.01% for FXF. On fees, FLSW is cheaper at 0.09% per year. On volatility, FXF has been the lower-risk option at 1.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FLSW has performed better with a 6.80% return vs 2.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FLSW is cheaper with a 0.09% expense ratio, compared with 0.40% for FXF.

FLSW has the higher dividend yield at 2.08%, compared with 0.00% for FXF.

FLSW is categorized as Europe Equities, while FXF is Currency. FLSW tracks FTSE Switzerland RIC Capped Index, while FXF tracks Swiss Franc. They also come from different issuers: Franklin Templeton and Invesco. Their fees differ too: 0.09% for FLSW and 0.40% for FXF.

FLSW currently has the higher Sharpe Ratio (0.86 vs 0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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